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Disclosery

Summit Financial, LLC: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on JNJ, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 119,066 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,066 shares
    Change vs previous 13F +261 shares

    0.33% of the 13F portfolio, value $30,239,140.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,805 shares
    Change vs previous 13F +17,779 shares

    0.37% of the 13F portfolio, value $29,040,798.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,026 shares
    Change vs previous 13F +2,520 shares

    0.31% of the 13F portfolio, value $20,907,432.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 98,506 shares
    Change vs previous 13F +2,143 shares

    0.28% of the 13F portfolio, value $18,265,021.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 96,363 shares
    Change vs previous 13F +37,152 shares

    0.33% of the 13F portfolio, value $14,719,462.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,211 shares
    Change vs previous 13F +4,754 shares

    0.28% of the 13F portfolio, value $9,819,572.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,457 shares
    Change vs previous 13F +10,854 shares

    0.28% of the 13F portfolio, value $7,875,596.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,603 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,066,244.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).